Best Financial Advisors near La Quinta, CA
We have 3 firms in La Quinta on file. Only the highest-rated make our list: 2 of them made it, along with 13 from Palm Desert (12, 8 mi) and Indian Wells (1, 7 mi).
1 open weekends · 8 rated 4.5+ · 3 show a license
Data verified October 15, 2026
Pension Portfolios
Jonathan and Associates
“Richard was a great and wonderful help, he answered my questions and made me feel at ease..”
Desert Financial Planning
“Refreshing to have a financial planner that believes my money should be working for MY retirement.”
Brennan & Company
“I appreciate all the help he has given me these past few years.”
Marcia Bloemendaal - Raymond James
The 15 firms listed for La Quinta, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: La Quinta, CA
9 of the 15 firms on this page have a rating, from 4.0 to 5.0 across 20 reviews; 8 are rated 4.5 or higher. 1 is open on Saturdays. 3 show a license on their websites and 1 has a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 10 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside La Quinta listed here?
2 of the 15 firms are located in La Quinta. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
FLC Capital Advisors
“Phillip Niblo has demonstrated remarkable expertise, ensuring a personalized and transparent approach to my financial goals.”
RBC Wealth Management
DJK CPA
“They are knowledgeable, helpful and help small businesses find all the deductions allowed.”
Blanke Schein Wealth Management - A Hightower Company
“I would recommend this group to those looking for leaders in the wealth management industry.”
Finerty Fiduciary Services
“Cindy is compassionate and always willing to go the extra mile for a client with only their best interests at heart.”
Churchill Management Group - Palm Desert
Keystone Private Wealth
Four C Financial
Bob Iglehart, Cfp, Cpa, Cdfa, Cpfa - Retirement
Why these companies made our list
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